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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
151
Community Financial Services Group
Vermont
$4.19M -$69.1K -1,388 -2%
Creative Planning
152
Creative Planning
Kansas
$4.1M -$224K -4,506 -5%
BHWM
153
Bar Harbor Wealth Management
New Hampshire
$4.07M
FA
154
FDx Advisors
Illinois
$3.97M +$806K +16,174 +26%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$3.95M +$243K +4,875 +7%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$3.95M -$122K -2,447 -3%
OC
157
Oppenheimer & Co
New York
$3.93M -$585K -11,746 -13%
NCM
158
Northroad Capital Management
New York
$3.91M -$137K -2,760 -3%
TG
159
TCW Group
California
$3.8M -$321K -6,445 -8%
FB
160
Fulton Bank
Pennsylvania
$3.79M +$250K +5,020 +7%
CIP
161
Chartwell Investment Partners
Pennsylvania
$3.68M +$153K +3,064 +4%
CAM
162
Capstone Asset Management
Texas
$3.67M -$119K -2,384 -3%
BF
163
BOK Financial
Oklahoma
$3.64M +$58.6K +1,176 +2%
1832 Asset Management
164
1832 Asset Management
Ontario, Canada
$3.54M -$120K -2,400 -5%
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$3.52M -$132K -2,650 -4%
HI
166
Horizon Investments
North Carolina
$3.49M +$3.43M +68,862 New
DAS
167
Dynamic Advisor Solutions
Arizona
$3.49M +$36.4K +731 +1%
FFS
168
Founders Financial Securities
Maryland
$3.48M +$3.42M +68,726 New
EAM
169
Edge Asset Management
Washington
$3.48M -$8.56M -171,897 -71%
TAM
170
Tealwood Asset Management
Minnesota
$3.44M +$697 +14 +0%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$3.33M -$1.12M -22,469 -26%
Dodge & Cox
172
Dodge & Cox
California
$3.29M -$1.26M -25,216 -28%
PTC
173
Philadelphia Trust Company
Pennsylvania
$3.29M +$116K +2,320 +4%
CAM
174
Cypress Asset Management
Texas
$3.28M -$33.5K -672 -1%
JAM
175
Jolley Asset Management
North Carolina
$3.27M +$289K +5,810 +10%